Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Getting Started with Microsoft Dynamics 365

Getting Started with Microsoft Dynamics 365

This one-day introductory course is ideal for people ready to deploy Microsoft Dynamics 365 who want to understand the basic end-user functionality within Microsoft Dynamics 365.  Business Analysts who are not familiar with Microsoft Dynamics 365 and who are helping people make design and feature decisions will find this course extremely beneficial.  This course is also very useful for technical implementers who want to understand how a user will interact with Microsoft Dynamics 365.  

This course provides an overview of the main features of Microsoft Dynamics 365.

At the end of this course, you will have an understanding of:

  • Navigating Microsoft Dynamics 365
  • How Dynamics 365 helps you manage your customers – creating for you that single source of truth
  • Managing communication in a many to many business environment
  • How Dynamics 365 supports sales, service, and marketing
  • Introductory reporting with Dynamics 365

This course is delivered using vanilla (out of the box) Microsoft Dynamics 365, so you will develop an understanding of the functionality that you get before embarking on any configuration or customisation. 

Getting Started with Microsoft Dynamics 365 walks you through:

  • Navigating Microsoft Dynamics 365
  • Customer Management in Microsoft Dynamics 365
  • The Sales Process in Microsoft Dynamics 365
  • Marketing with Microsoft Dynamics 365
  • Service Management in Microsoft Dynamics 365
  • Understanding the product model in Microsoft Dynamics 365
  • Getting useful information out of Microsoft Dynamics 365

Like all of our training, this is a very practical hands-on course. 

Getting Started with Microsoft Dynamics 365

Target Audience for Getting Started with Microsoft Dynamics 365

  • People thinking of deploying Microsoft Dynamics 365
  • Business Analysts who need to understand the functionality of Microsoft Dynamics 365 to make good design decisions
  • Technical Implementers who want to increase their understanding of end-user Microsoft Dynamics 365 functionality

Course Length

One day

 

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Why Opsis - for your CRM success?

Opsis is all about the simplicity, security and success of your CRM with Microsoft Dynamics 365 and Power Platform. 

Gill Walker - Dynamics 365 trainer (MCT) and CRM Success Catalyst

Hello, I'm Gill Walker, the Principal CRM Success Catalyst at Opsis and creator of SuccessRM - your blueprint for CRM success.  My commitment is your success with Microsoft Dynamics 365 and Microsoft Power Platform. 
CRM success delivers business success.

My knowledge and experience are available to you, however you need it.

I am:

  • a speaker at conferences and networking events
  • 2023 Business Applications MVP (Microsoft Most Valuable Professional)
  • a Microsoft Certified Trainer (MCT)
  • a Microsoft Certified Professional with many awards including
    • Microsoft Dynamics 365 Sales Functional Consultant Associate
    • Microsoft Dynamics 365 Customer Service Functional Consultant Associate
    • Microsoft Dynamics 365 Power Platform App Maker Associate
    • Microsoft Dynamics 365 / Power Platform Solution Architect.
  • a ClickDimensions Certified Consultant
  • the Influential Business Woman of the Year 2021 Educator of the Year
  • the Influential Business Woman of the Year 2022 Most Trusted CRM Consultant
  • the Influential Business Woman of the Year 2023 Most Trusted CRM Consultant
  • Thinkers360 Thought Leader and Influencer for CRM
  • Toastmaster since 2012 and DTM (Distinguished Toastmaster) since 2020
  • Longtime member and 2021 Chapter President of Professional Speakers Australia (NSW). 
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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.